Bankless

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paired memes on Robinhood Chain, and the strange possibility that speculative trading could actually bootstrap liquidity for tokenized equities.

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TIMESTAMPS

0:00 Meme Coins Are Back
5:47 Can Meme Markets Mature?
7:48 AI as a Safety Layer
13:10 Stock-Paired Meme Coins
17:01 Building Stronger Schelling Points
21:00 Will Public Companies Care?
28:56 The Community Takeover Scenario
32:18 Meme Coins as a Liquidity Engine
36:16 How Andy and Eric Use FOMO
42:39 What Signals Actually Matter
47:54 When Do You Sell a Loser?
52:26 FOMO Rewards and Public Trading Data
55:36 The $20K ETH Jinx

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RESOURCES

Andy 8052
https://x.com/andy8052

Eric Conner
https://x.com/econoar

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already happening outside normal trading hours, and what changes when equities become programmable, composable and available across DeFi.

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BANKLESS SPONSOR TOOLS:

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TIMESTAMPS

0:00 Bringing Tokenization to the U.S.
2:17 How Robinhood Stock Tokens Actually Work
5:19 TradFi Pushback and Demand for Tokenized Stocks
7:59 Voting Rights, Redemption and DeFi Utility
10:29 What Happens When Stocks Trade on Weekends
13:42 Will Blockchain Become the Primary Market?
18:46 Robinhood Chain’s Early Traction
21:22 Beyond Stocks: Real Estate, Gold and More
24:22 How Robinhood Chooses What to Build
26:36 What U.S. Users Still Can’t Access
29:49 Combining Tokenized Stocks With Perps
32:51 Why Robinhood Chose Ethereum
35:32 AI Agents and the Next Robinhood Products

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RESOURCES

Johann Kerbrat
https://x.com/JohannKerbrat

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S.

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BANKLESS SPONSOR TOOLS:

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TIMESTAMPS & RESOURCES

0:00 Intro

0:26 Bull Market Signals: BTC, Zcash & Altcoins

https://x.com/econoar/status/2099874713539604734

https://x.com/TrustlessState/status/2100286172253815281

https://x.com/AviFelman/status/2100288435474825301

https://x.com/NEARProtocol/status/2099968050405495246

https://x.com/NEARProtocol/status/2099883498848784778

8:39 Macro: Tom Lee, Bonds & the Fed Hike

https://x.com/StockMKTNewz/status/2100267546683543913

https://x.com/geiger_capital/status/2099503989364609340

https://x.com/CNBC/status/2100284014221295770

https://www.bloomberg.com/news/videos/2026-09-16/fed-chairman-warsh-calls-rate-hike-a-sober-decision-video

https://www.cnbc.com/2026/09/16/trump-fed-interest-rate-warsh.html

23:43 Clarity Act Falls Apart

https://x.com/CoinDesk/status/2099429197034766830

https://x.com/tradfi/status/2099319531168731528

https://x.com/Polymarket/status/2099529644596731950

https://x.com/EleanorTerrett/status/2100389230874689650

26:27 Regulators Fill the Gap: SEC & Tokenized Stocks

https://x.com/chairmanselig/status/2100232064259735589

https://x.com/SECPaulSAtkins/status/2100256253645668860

https://x.com/hosseeb/status/2100274788170162522

https://x.com/SECPaulSAtkins/status/2100572313334821271

https://x.com/Bankless/status/2100582318335275190

https://x.com/NateGeraci/status/2100581006004691453

42:31 The Crypto Options Race

https://thedefireport.io/research/the-watch-list-derive-drv

https://www.bankless.com/podcast/crypto-is-ready-for-onchain-options-nick-forster-ceo-of-derive

https://x.com/TrustlessState/status/2100297485147406766

45:46 Hyperliquid Comes Onshore

https://x.com/Payward/status/2100178016617869710

https://www.payward.com/press-release/payward-hyperliquid-onchain-perpetual-futures

48:38 Arc Chain Launches

https://x.com/arc/status/2100170550857404852

50:50 OpenZeppelin Joins S&P Global

https://x.com/OpenZeppelin/status/2100557026438848568

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpack the vision for an “economic OS” built around fast settlement, stablecoin gas, privacy, and institutional-grade financial infrastructure.

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TIMESTAMPS

0:00 Arc Mainnet Is Live
2:57 The “Economic OS” Vision
5:29 Validators, Privacy and Post-Quantum Security
8:27 How Private Is Arc?
12:24 Immutability and the Lazarus Test
16:14 What Gets Built on Arc First?
19:19 AI Agents Become Economic Actors
26:45 Agentic Commerce Gets Real
33:17 Reputation, Nano-Payments and Agent Credit
36:37 Tokenized Stocks and 24/7 Markets
39:59 Solving the On-Ramp and FX Problem
47:39 What Happens After Launch Day?
49:16 Closing Thoughts

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RESOURCES

Nikhil Chandhok
https://x.com/chandhok

Arc
https://www.arc.io/

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he believes that is changing. From the October 10 crash to a $300,000 Ethereum trade, they explore the different risks of leveraged bets, where options-based yield comes from, and why the deadline matters.

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BANKLESS SPONSOR TOOLS:

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TIMESTAMPS

0:00 Why Options Lagged
5:56 The October 10 Shift
9:03 Options vs. Perps
21:37 Market Size & Economics
27:26 Derive’s HYPE Strategy
30:01 Why Onchain Matters
33:09 Inside the Risk Engine
35:51 What V3 Changes
38:02 Options in Everyday Apps
41:53 Does Volume Lift Prices?
44:08 Following Derive

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RESOURCES

Nick Forster
https://x.com/nickforster

Derive
https://x.com/DeriveXYZ

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures